SOCIETY FOR MARKETING PROFESSIONAL SERVICES (EIN 873341250) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

Lesley Cocores

Phone

4153508178

Tax Period

2024-09-01 to 2025-08-31

SMPS Pacific Inc, founded in 2021, is a small nonprofit that reported $276K in total revenue in fiscal year 2021. The organization ran a surplus of $50K, a strong 18% operating margin.

Mission

The mission of the SMPS regional conferences is to advocate for, educate, and connect leaders in the building industry by providing an elevated professional experience in an intimate environment, and is organized regionally to support geographical networks and culture.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $457,362

Investment Income $0

Other Revenue $0

TOTAL REVENUE $457,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $380,746

TOTAL EXPENSES $380,746

Year-over-Year Comparison

	2024	2023	Change
Revenue	$457,362	$395,364	+0.2%
Expenses	$380,746	$343,097	+0.1%
Net Income	$76,616	$52,267	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kayleigh Hasshaw	Secretary	1	Officer	$0	$0	$0
Ginger Kelly	Treasurer	1	Officer	$0	$0	$0
Lesley Cocores	President	1	Officer	$0	$0	$0
Melanie Cochrun	Vice President	1	Officer	$0	$0	$0
Angie Cole	Director	1	Officer	$0	$0	$0
Christine White	Director	1	Officer	$0	$0	$0
Catherine McCullough	Director	1	Officer	$0	$0	$0
Brandy Little	Director	1	Officer	$0	$0	$0
Beth Shimogawa	Director	1	Officer	$0	$0	$0
Jon Yaeger	Director	1	Officer	$0	$0	$0
Stephanie Wood	Director	1	Officer	$0	$0	$0
Allison Halvorson	Director	1	Officer	$0	$0	$0
Renee Childress	Director	1	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$457,362	$380,746	$364,242	$76,616
2024	$395,364	$343,097	$260,225	$52,267
2023	$334,700	$305,038	$146,858	$29,662
2022	$276,000	$225,902	$94,503	$50,098

SOCIETY FOR MARKETING PROFESSIONAL SERVICES